Current Market Value 197,703,346
Current Holdings 172
Most Recent File Date 2025-07-18
Total Filings on Record 20
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Woodward Diversified Capital, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-18 2025-06-30 13F-HR 172 197,703
2025-05-02 2025-03-31 13F-HR 136 141,313
2025-01-28 2024-12-31 13F-HR 132 136,076
2024-11-01 2024-09-30 13F-HR 160 157,593
2024-07-31 2024-06-30 13F-HR 159 170,512
2024-04-30 2024-03-31 13F-HR 151 161,014
2024-02-14 2023-12-31 13F-HR 157 159,188
2023-11-01 2023-09-30 13F-HR 152 138,838
2023-08-07 2023-06-30 13F-HR 147 132,542
2023-05-03 2023-03-31 13F-HR 140 127,247
2023-02-07 2022-12-31 13F-HR 138 124,222
2022-11-01 2022-09-30 13F-HR 135 121,359
2022-07-26 2022-06-30 13F-HR 137 130,806
2022-04-14 2022-03-31 13F-HR 156 152,908
2022-01-28 2021-12-31 13F-HR 195 169,917
2021-11-04 2021-09-30 13F-HR 187 159,436
2021-07-19 2021-06-30 13F-HR 214 175,190
2021-05-17 2021-03-31 13F-HR/A 1 R 207 169,980
2021-05-14 2021-03-31 13F-HR 190 180,060
2021-02-16 2020-12-31 13F-HR 161 154,047